Pantheon Macroeconomics

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US Publications

Below is a list of our US Publications for the last 5 months. If you are looking for reports older than 5 months please email info@pantheonmacro.com, or contact your account rep

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Weekly Monitor Ian Shepherdson (Chief Economist, Chairman and Founder) Gabriella Dickens Samuel Tombs

10 November 2025 US Monitor The Michigan confidence survey is disconcerting, despite its flaws

  • Comparing November’s UoM survey to its historical range overstates the depth of consumer gloom...
  • ...But the massive deterioration in major purchase plans this year is too big to simply brush aside.
  • Small businesses are bearing down on wage growth; pay rises of just 3% will be the norm next year.
Samuel TombsUS

3 November 2025 US Monitor Indicators of consumers' spending are starting to flash amber

  • Continuing claims have returned to their rising trend; Homebase and Indeed data are also weakening.
  • Bloomberg Second Measure and Redbook data point to retail sales losing momentum last month.
  • Airline passenger numbers have picked up, but hotel room occupancy is now 2pp lower than a year ago.
Samuel TombsUS
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U.S. Document Vault, independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence,